In Clio Grow, you can send intake forms, documents, and appointment emails to a contact from the Intake process tab of an opportunity. Each email starts from one of your email templates, so the message is ready when you need it. Every email stays on the opportunity as an intake process item, so your team tracks each step of intake in one place.
Send an intake process email
Send a form, document, or appointment email when you add the item to the Intake process tab of an opportunity. The opportunity needs a contact with an email address before you add items. Contacts with a valid North American phone number can also receive text notifications when your firm uses them. Learn more in Text Message Notifications and Reminders in Clio Grow.
Note: When you set a due date and reminder for a form, document, or manual appointment, the contact also receives the matching reminder email. Form reminders stop when the contact submits the form. Edit reminder emails in Create and Manage Email Templates in Clio Grow.
- Go to Grow > Opportunities, then open the opportunity.
- Click the Intake process tab.
- Under Schedule or send, click Add a single item.
- Select Prepare form, Prepare document, or Schedule appointment.
- Complete the details for the item.
- Forms: Set Up Clio Grow Intake Form Templates
- Documents: Document Templates in Clio Grow
- Appointments: Manual and Quick Appointments
- In the email, select an email template.
- Make any changes to the email.
- Click Send Email.
Send or schedule a single email
Send a single email with a template from an opportunity or a contact, either now or at a set date and time. Scheduled emails become part of the Intake process tab of the opportunity.
Send an email now
- Go to Grow > Opportunities, then open the opportunity. To email a contact directly, open the contact from Contacts instead.
- Click the Communications tab.
- In the Email Templates field, select a template.
- Make any changes to the email.
- Click Send email.
Schedule an email
- Go to Grow > Opportunities, then open the opportunity.
- Click the Intake process tab.
- Under Schedule or send, click Add a single item.
- Select Schedule email.
- Select a template.
- Make any changes to the email.
- Under Send Date, select the date and time to send the email. The date is today or later.
- Click Schedule Email.
Up next
- Create and Apply Email Sequences: Schedule a series of follow-up emails for an opportunity.
- Send and Reply to Emails: Send and reply to emails from your connected inbox in Clio.